Investment Advisor Representative
Teresa is committed to helping her clients be able to choose the lifestyle they want to live. With over 20 years in the financial services industry, Teresa utilizes her expertise, knowledge, and experience to help her clients create, implement and monitor a tailored financial course of action.
Together, Teresa and her clients discover where they are and she listens to where they want to go. Thru a simple straight-forward process Teresa connects with her clients to create, monitor and adjust as needed, a mix of financial products and services to fit their current and future financial picture.
Teresa is dedicated to administering the short-term and long-term financial plans. She looks forward to seeing her clients achieve their financial goals.